I'm a CPA. What do I hold to do to become a CFP?
I work in a CPA firm but don't do too much financial planning. Mostly audits. Would that situation?Answers: The first thing you might want to do is the Foundations surrounded by Financial Planning exam. It is not easy but it's much easier and broader than the CFP. It would be great preparation for that.
More information is available at www.cfp.network
You have some of the requirements met. The experience might be an nouns where you call for to work on. It says 3 years experience needed within the financial planning process.
http://www.cfp.net/become/Steps.asp
Maybe you can get into the nouns of taxes?
How do you like auditing? I'm taking a graduate auditing class in a minute. I really like it. Is what you are doing a perfect career? Does it pay cheque well? What are opportunity? How long have you be an auditor?
I used to work in private bank. My manager and other private bankers be taking the CFP exam. One of them kept calling me and asking questions around the Foundation in Financial Planning exam. He considered necessary to know how long I spent studying for it. It's more than half math so it's not that bleak. The Series 7 was much more difficult.
Best of luck to you. What do you want to do near the CFP?
It might make sense to move into an nouns where you can do it next to work. You'll have the experience as powerfully then. Just something to consider if you haven't already.
look here
http://www.cfp.net/become/
Before applying for the CFP(R) Certification Examination, you necessitate to complete the education requirements set by CFP Board. You can fulfill the training requirement through one of three paths:
Complete a CFP Board-Registered Education Program
There are more than 300 serious programs at colleges and universities across the country from which to choose.
These programs include credit and non-credit card programs, undergraduate and graduate degree programs.
They use miscellaneous delivery formats and schedule, including classroom instruction, self-study and online delivery.
Many of CFP Board's Registered Programs also volunteer in-house educational programs for individual companies.
Apply for Challenge Status
Certain degree and professional credentials fulfill the educational requirement and allow you to sit for the
CFP(R) Certification Examination.
Academic degree and credentials that fulfill the educational requirements include:
Certified Public Accountant (CPA) - inoperative license acceptable
Licensed attorney - inoperative license acceptable
Chartered Financial Analyst(R) (CFA(R))
Doctor of Business Administration
Chartered Financial Consultant (ChFC)
Ph.D. within business or economics
Chartered Life Underwriter (CLU)
Request a Transcript Review
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